Integration

Connect Assembly.com to Capsule CRM

When something happens in Assembly.com, your agent does the next thing in Capsule CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

Assembly.com55 triggersAssembly.com27 actionsCapsule CRM8 triggersCapsule CRM62 actions

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Everything your agent can do with Assembly.com and Capsule CRM

Triggers and actions 63 triggers · 89 actions

Trigger
Client Activated
Triggers when a client authenticates in the Assembly for the first time
Trigger
Client Created
Triggers when a new client is created.
Trigger
Client Updated
High-frequency trigger for each client user update.
Trigger
Company Created
Triggers when a company gets created in the Assembly for the first time
Trigger
Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
Trigger
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Contract Signed
Triggers when a contract is signed.
Trigger
File Created
Triggers when a file gets created within a file channel
Trigger
File Updated
Triggers when a file has been updated within a file channel
Trigger
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Form Response Completed
Triggers when a form response has been completed by a recipient
Trigger
Internal User Created
Triggers when a new internal user is created.
Trigger
Invoice Created
Triggers when an invoice is created
Trigger
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Invoice Paid
Triggers when an invoice is paid
Trigger
Invoice Sent
Triggers when an invoice is sent
Trigger
Invoice Updated
Triggers when an invoice is updated
Trigger
Invoice Voided
Triggers when an invoice is voided
Trigger
Link Created
Triggers when a link gets created within a file channel
Trigger
Link Updated
Triggers when a link gets updated within a file channel
Trigger
List Clients
Lists the clients.
Trigger
List Companies
Lists the companies.
Trigger
List Form Responses
List Form Responses for a specific form
Trigger
List Invoice Templates
Lists the invoice templates.
Trigger
List Message Channels
Lists the message channels.
Trigger
List Messages
Lists messages in a channel
Trigger
List Notes
Lists notes in a workspace.
Trigger
List Payments
Lists the payments.
Trigger
List Prices
Lists the prices.
Trigger
List Products
Lists the products.
Trigger
List Subscriptions
Lists the subscriptions.
Trigger
List Subscription Templates
Lists the subscription templates.
Trigger
List Task Comments
Lists task comments in a workspace.
Trigger
List Tasks
Lists tasks in a workspace.
Trigger
List Task Templates
Lists task templates in a workspace.
Trigger
Message Channel Created
Triggers when a new message channel is created.
Trigger
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Note Created
Triggers when a new note is created.
Trigger
Note Updated
Triggers when a note is updated.
Trigger
Notification Created
Triggers when a new notification is created.
Trigger
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Price Created
Triggers when a price is created
Trigger
Product Created
Triggers when a product is created
Trigger
Product Updated
Triggers when a product is updated
Trigger
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Subscription Created
Triggers when an subscription is created
Trigger
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Task Created
Triggers when a task gets created in your workspace.
Trigger
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Task Updated
Triggers when a task gets updated in your workspace.
Action
Create Client
Creates a new client.
Action
Create Company
Creates a new company.
Action
Create File
Creates a file in a specified files channel.
Action
Create Folder
Creates a folder in a specified file channel.
Action
Create Link
Creates a link in a specified files channel.
Action
Create Message Channel
Creates a new message channel.
Action
Create Note
Creates a new note.
Action
Find a Client
Search for a client by ID, email, or company.
Action
Find a Company
Search for a company by ID or name.
Action
Find a File
Search for a file by ID.
Action
Find a Form
Search for a Form by ID.
Action
Find a Message Channel
Search for a message channel by ID or by filters
Action
Find an Internal User
Search for an internal user by ID.
Action
Find an Invoice
Search for an invoice by ID.
Action
Find a Note
Search for a note by ID or by filters
Action
Find a Price
Search for a Price by ID.
Action
Find a Product
Search for a Product by ID.
Action
Find a Subscription
Search for a Subscription by ID.
Action
Find a Task
Search for a task by ID or by filters
Action
Find a Task Comment
Search for a task comment by ID
Action
Find a Task Template
Search for a task template by ID or by filters
Action
Request Form Responses
Ask clients to fill out a form.
Action
Send Message
Create and send a message to a designated message channel.
Action
Update Client
Update a client
Action
Update Company
Update the name of a company
Action
Update Internal User
Update an internal user
Action
Update Note
Update the title and content of a note.
Trigger
List projects
list projects (cases/kases), surfacing new ones over time
Trigger
List tasks
list tasks, surfacing new ones over time
Trigger
New case
Polls for newly created cases in Capsule CRM.
Trigger
New opportunity
Polls for newly created opportunities in Capsule CRM.
Trigger
New organization
Polls for newly created organizations in Capsule CRM.
Trigger
New person
Polls for newly created people in Capsule CRM.
Trigger
New task
Polls for newly created tasks in Capsule CRM.
Trigger
New user
Polls for newly created user accounts in Capsule CRM.
Action
Add additional party to opportunity
add an additional party to an opportunity
Action
Add Task
Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.
Action
Complete a task
Marks a task as completed in Capsule CRM.
Action
Create a case
Creates a new case (kase) in Capsule CRM, optionally linked to a party.
Action
Create a new task for organization
This action creates a new task for the specified organization.
Action
Create an open case for organization
This action creates a new open case for the specified organization.
Action
Create an open case for person
This action creates a new open case for the specified person.
Action
Create an organization
Creates a new organization party in Capsule CRM.
Action
Create a note
Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.
Action
Create a person
Creates a new person party in Capsule CRM.
Action
Create a tag for organization
This action creates a new tag for the specified organization.
Action
Create a tag for person
This action creates a new tag for the specified person.
Action
Create entry
create an activity entry
Action
Create opportunity
create an opportunity
Action
Create party
create a party (person or organization)
Action
Create project
create a project (case)
Action
Create tag
create a tag for an entity type
Action
Delete a party
Deletes a party by id in Capsule CRM.
Action
Delete entry
delete an activity entry
Action
Delete opportunity
delete an opportunity
Action
Delete project
delete a project
Action
Delete tag
delete a tag
Action
Delete task
delete a task
Action
Get Party
Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.
Action
List additional parties for opportunity
list additional parties on an opportunity
Action
List cases
Lists cases (kases) in Capsule CRM.
Action
List deleted opportunities
list deleted opportunities
Action
List deleted parties
list deleted parties
Action
List deleted projects
list deleted projects
Action
List employees of party
list people employed at an organization party
Action
List entries by date
list activity entries by date
Action
List entries for entity
list activity entries for a party/opportunity/project
Action
List opportunities
Lists sales opportunities in Capsule CRM.
Action
List opportunities by party
list opportunities for a party
Action
List parties
Lists parties (people and organizations) in Capsule CRM.
Action
List projects associated with opportunity
list projects associated with an opportunity
Action
List projects by party
list projects for a party
Action
List tags
list tags for an entity type
Action
List teams
list teams
Action
List tracks for entity
list tracks for an entity
Action
List users
list users
Action
Remove additional party from opportunity
remove an additional party from an opportunity
Action
Run filter query
run a saved/ad-hoc filter query for an entity
Action
Search opportunities
search opportunities
Action
Search parties
Searches parties by a free-text query in Capsule CRM.
Action
Search projects
search projects
Action
Show current user
get the authenticated user
Action
Show entry
retrieve an activity entry by ID
Action
Show opportunity
retrieve an opportunity by ID
Action
Show project
retrieve a project by ID
Action
Show site config
get account/site configuration
Action
Show tag
retrieve a tag by ID
Action
Show task
retrieve a task by ID
Action
Show user
retrieve a user by ID
Action
Update entry
update an activity entry
Action
Update opportunity
update an opportunity
Action
Update party
update a party
Action
Update project
update a project
Action
Update tag
update a tag
Action
Update task
update a task
Action
Update user
update a user
Action
Upload attachment
upload an attachment

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